As Service Advisor, Will’s role is to help clients stay on track with their evolving financial plans and the ever-changing external environment by facilitating communication, managing projects, and providing expert, timely and personalized service.
Will Thorman is a Service Advisor who works closely with clients to stay on track of their evolving financial plans. With professional experience at established firms such as Charles Schwab and Uber, Will knows what truly drives conversations and enjoys the human touch aspect of personal financial planning. His experience in private equity and alternative investments make him well-suited for sophisticated clients.
Will holds a Bachelor of Science in Agriculture Economics from Texas A&M University and is currently pursuing his Certified Financial Planner® designation.
On a personal note: A native Texan, Will lives in Chicago where he enjoys running along the lake trail and exploring new restaurants. In his free time, he enjoys listening to country music, playing his guitar, and riding his motorcycle. Will is an avid Dallas Cowboys fan as well as all things Texas A&M.
TV show: The Late Late Show with James Corden
Movie: Wedding Crashers
Band: Brooks & Dunn
Pro sports teams: Texas A&M Aggies
Card Game: Casino
Charity: Texas Independence Relay
Place to visit: Colorado
Dessert: Key lime pie
Quote: "Growth is never by mere chance; it is the result of forces working together" - James Cash Penney